Bob Patton’s passion has driven his work in retirement plans since the start of his career. From working in senior positions for two large and distinguished recordkeepers before moving to the consulting space to work with plan sponsors and participants, Bob’s goal never waivers: to create a retirement benefit that will help organizations retain and attract the best people while giving the employees a platform that will see them through the long-awaited enjoyments of retirement. Bob has worked with organizations of all sizes and corporate structures, from large Fortune 1000 companies to smaller not-for profit organizations. Today, he is Managing Director of SageView Advisory Group’s Woodside, CA practice, leading a team retirement plan and financial wellness specialists.
Bob’s journey in financial services started in the same year that his family did. In 1996, he and his wife had their first daughter, while he began working with individuals and small companies to help each build a retirement structure for the long haul. Then in 1999, as his family grew with yet another daughter, he moved to Putnam Investments as a Senior Vice President in charge of west coast distribution and consulting. While working at Putnam, Bob helped plan sponsors ranging in size from $3m in plan assets to over $100m. Then in 2005, after his final daughter had been added to the family, he moved to JPMorgan Retirement Plan Services to work with large institutional plan sponsors. At Putnam and JPMorgan, Bob helped plan sponsors create and implement a new recordkeeping platform, investment lineups, and participant communication campaigns, all while raising his three daughters, growing his knowledge of micro-farming in his yard, and even adding chickens and a beehive to his list of home improvements.
Bob came back to the consulting side of the retirement plan business in 2006 to utilize his provider experience and help plan sponsors create the best retirement plan benefits possible for their employees. First with AG Edwards and now with SageView Advisory Group, Bob helps companies with plan design, investment lineups, mergers & acquisitions, ERISA fiduciary issues and participant education. For organizations that are looking for a new provider or a review of their existing plan, Bob’s work experience gives him the tools to evaluate both pricing and features of a current program compared to what is available in the market place, while his life experience gives him the insight of what a smart financial plan can provide for a successful and impassioned life.
Bob earned his Bachelor of Arts in Political Science with an emphasis in economics from California State University, Chico. He lives with his wife and youngest daughter in Woodside, California, eating eggs and zucchini from his garden while listening to the stories of his two older daughters who are already making lives of their own.
Registered Representative with securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), Member FINRA/SIPC. Advisory services offered through SageView Advisory Group, LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. CA Insurance License # 0C06150. Registered Branch: 2995 Woodside Rd Ste 450 Woodside, CA 94062.